HSA & TPA Relationship Manager at Wintrust Financial Corporation in Rosemont, Illinois

Job Description:

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)


• Competitive pay and discretionary or incentive bonus eligible


• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few


• Family-friendly work hours


• With 175+ community bank locations, we offer opportunities to grow and develop in your career


• Promote from within culture

Why join this team?

• We have a culture that encourages an entrepreneurial spirit


• We offer multiple opportunities for development and upward mobility

Job Description Summary

The Relationship Manager is responsible for overseeing the day-to-day administration and management of Workplace Solutions clients. The products include HSA, FSA, HRA, LSA, and Commuter Benefits. This role involves ensuring compliance with regulations, providing exceptional customer service, and optimizing account performance. The ideal candidate will have strong experience with spending accounts, financial acumen, attention to detail, and excellent written and communication skills. It’s expected that the role will wear multiple hats and assist as needed with other aspects of the team.

What You’ll Do

• Work with the account manager on questions about the day-to-day functions of existing clients


• Conduct client meetings as needed to service client needs


• Maintain strict protocols for following up with clients and proactively engage with clients to ensure satisfaction


• Identify potential servicing issues and work with their account manager on strategy and resolution


• Conduct strategy and QBR client meetings


• Provide or coordinate product training as required to clients to ensure effective utilization of services


• Build trusted relationships with clients, partners, and internal Wintrust team members


• Follows through with meeting identified needs and/or escalates to management level


• Identify opportunities for improving processes and workflows.


• Works with product team to Implement enhancements to increase efficiency and customer satisfaction


• Identify growth/cross-sell opportunities within Wintrust


• Collaborate with other Workplace Solution teammates and assist where needed; e.g. testing, documentation, RFPs, enrollment meetings, sales support, etc…

Knowledge/Skills/Background/Experience

• 5+ years experience with spending accounts - HSA, FSA, HRA


• Ability to travel when needed

Benefits

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

#LI-REMOTE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.